Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano

Molly O’Shea interviews Michael Mignano from Lightspeed about his investment strategies in the age of AI, focusing on the importance of creativity, strong product-oriented founders, and durable, sticky behaviors in companies. They discuss Lightspeed's investments in companies like xAI, Neuralink, and Suno, and Mignano shares his thoughts on the impact of AI on the creator economy, particularly in light of OpenAI's Sora. The conversation also covers the podcasting landscape, the increasing size of funding rounds, and predictions for upcoming IPOs, as well as the role of AI in education through Mignano's new venture, Oboe.